The InterAction+ Client Insights Module (CIM) is a CRM tool and a central database for storing and sharing relationship intelligence about people, companies, and their connections. It helps your firm by centralizing contact information, revealing key internal relationships, uncovering revenue opportunities, simplifying marketing efforts, preserving institutional knowledge, and protecting confidential data.
- Client Relationship Management (CRM) tool
- Central database of Contact information
Client Insights helps your firm by:
- Centralizing your collective Contact information for easy access
- Identifying your organization’s internal relationships, including key relationships
- Uncovering new revenue opportunities
- Making marketing to Contacts easier
- Preserving institutional knowledge
- Protecting confidential information